Reviewing the Performance Plan

1. To exit this tutorial, click the button in the upper right corner of your web browser Reviewing the Performance Plan Performance Management System Tutorial for Employees Estimated Completion Time: 15 minutes

2. Table of Contents • Process Overview • Selecting a Rating Period • Reviewing Competencies • Reviewing Objectives/Factors • Adding Comments to the Progress Review/Comments Area Click the Next button Back Next

3. Table of Contents This section of the tutorial covers all steps necessary to review and certify a Performance Plan using the Performance Management System. The Process Flow Overview will give you a visual idea of how the process works. Process Overview The Review a Plan section guides you step by step on how to use the Performance Management System to review a Performance Plan. Review a Plan To go directly to a section click the button to the left OR Click the Next button Back Next

4. HR sets up initial performance record in Lawson Process Overview Email notification is received by supervisor Supervisor creates performance plan on Manager Self-Service Supervisor & employee discuss the performance plan Supervisor certifies performance plan Email notification is sent to employee Employee certifies performance plan on Employee Self-Service Email notification is sent to supervisor Process Overview Here is the basic process for creating a performance plan. These are only the main steps of the process. There are intervening steps that will be covered in more detail in this tutorial. Click the Next button Back Next

5. HR sets up initial performance record in Lawson Process Overview Email notification is received by supervisor Supervisor creates performance plan on Manager Self-Service Supervisor & employee discuss the performance plan Supervisor certifies performance plan Email notification is sent to employee Employee certifies performance plan on Employee Self-Service Email notification is sent to supervisor Process Overview As you can see, your first indication that a plan must be reviewed & certified is when you receive email notification. If you do not have email, notification may come from your agency’s HR office. Click the Next button Back Next

6. HR sets up initial performance record in Lawson Process Overview Email notification is received by supervisor Supervisor creates performance plan on Manager Self-Service Supervisor & employee discuss the performance plan Supervisor certifies performance plan Email notification is sent to employee Employee certifies performance plan on Employee Self-Service Email notification is sent to supervisor Process Overview Let’s begin! Click the Next button Back Next

7. Reviewing the Performance Plan From the Performance Management Main Menu screen, click the Create/Update an Uncertified Plan button If you do not know how to get to this screen, please review the Getting Started section of this tutorial by clicking the button in the upper right corner to return to the Table of Contents Click the Next button Back Next

8. Reviewing the Performance Plan The Plan Menu appears showing your name, process level, and current position. Click the Next button Back Next

9. Reviewing the Performance Plan The most current rating period shows in the Select Rating Period area. Click the Next button Back Next

10. Reviewing the Performance Plan * To review competencies, click the Competencies button. If competencies have been selected, a red asterisk (*) will appear next to the button. Click the Next button Back Next

11. Reviewing the Performance Plan The Selected Competencies Screen appears listing the competencies your supervisor has selected for this rating period. The Full Description button next to each competency provides additional information/details about the competency. Click the Next button Back Next

12. Reviewing the Performance Plan * * A red asterisk (*) indicates that your supervisor has made additional comments to the competency. Click the Next button Back Next

13. Reviewing the Performance Plan * To review comments pertaining to a specific competency, click the Comments button. To exit comments, click the Back to Selected Competencies button. Click the Next button Back Next

14. Reviewing the Performance Plan * To review any development plan comments from your supervisor, click the Development Plan button. To exit comments, click the Back to Selected Competencies button. Click the Next button Back Next

15. Reviewing the Performance Plan * You also have access to the Behaviorally Anchored Rating Scales (BARS) documentation from this screen. The link directs you to the appropriate group information based on your job group code. When you click the Link to BARS Document button, a new web browser screen will open with the group information. To return to the Selected Competencies screen, just close the web browser screen. Click the Next button Back Next

16. Reviewing the Performance Plan * After reviewing the competencies area, click the Back to Plan Menu button. Click the Next button Back Next

17. Reviewing the Performance Plan * * To review objectives, click the Objectives/Factors button. If objectives/factors have been entered and saved, a red asterisk will appear next to the button. Click the Next button Back Next

18. Reviewing the Performance Plan To navigate between each objective, click the Next or Previous buttons at the bottom of the screen or the specific objective number at the top of the screen. To exit objectives, click the Back to Plan Menu button. Click the Next button Back Next

19. Reviewing the Performance Plan The Progress Review/Comments Area can be used by both you and your supervisor to communicate progress and issues. Click the Progress Review/Comments button. Click the Next button Back Next

20. Reviewing the Performance Plan The Progress Review/Comments Area screen appears. To add comments, click in the Employee text box and being typing. You are limited to 11,000 characters, including spaces, for this text box To save comments, click the Save Employee Progress Review/Comments button. Click the Next button Back Next

21. Reviewing the Performance Plan The supervisor can view the employee’s comments, but can not change the detail. The employee can view the supervisor’s comments, but can not change the detail. Click the Next button Back Next

22. Reviewing the Performance Plan To exit, click the Back to Plan Menu button. Now you are ready to certify your performance plan. Click the Next button Back Next

23. To exit this section, click the button in the upper right corner of your web browser • This concludes the Reviewing the Performance Plan section of the Performance Management System Tutorial for Employees. • The next section, Certifying the Performance Plan, will complete the Performance Plan process. • If you have any questions on this section please contact your agency’s Human Resources Office or Performance Management Liaison. Back Next

24. Navigation Instructions These navigation buttons will show at the bottom of each screen in the tutorial Returns you to the first page of the tutorial you are in Will take you to the navigation instructions Takes you to the first screen of the tutorial section you are in Takes you to the previous screen Back Takes you to the next screen Next Takes you to the last screen of the tutorial section you are in Most screens will have some animation. When the animation is complete, you will be prompted to click on a button Click the Back button Back